Phoua Vang
Woodbury
Summary
Experienced financial professional with a strong track record of accuracy and attention to detail. Highly skilled in analyzing financial documents, identifying discrepancies, and ensuring compliance. Thrives in fast-paced, deadline-driven environments, consistently delivering high-quality results under pressure.
Overview
10
10
years of professional experience
Work History
Business Forms Data Input & Specialist (Contract)
Securian Financial
03.2025 - Current
- Entered required data with high accuracy across various applications for portability, conversions, and continuation.
- Researched and resolved problems using sound judgment to enhance operational efficiency.
- Followed up to obtain missing information for processing, producing customer-focused correspondence when necessary.
- Supported team inbox by fulfilling customer and client requests promptly and accurately.
- Ensured compliance with department quality and security standards throughout all tasks.
- Completed all assignments within established service level obligations to maintain productivity.
Independent Life Sales Agent
First Financial Security
01.2021 - 08.2024
- Scheduled appointments and meetings with clients
- Educated clients on each type of insurance coverage and made recommendations based on their needs
- Entered the client's personal information, health history, desired coverage amount, beneficiary details, and other relevant data into the company's specific application system and submitted to underwriting for processing
- Scheduled and ordered lab results for the clients as per the insurance company's request
- Network with potential clients
- Take continued education courses and stay compliant with the state
RCA Specialist/Economic Sanctions Screening
US Bank
02.2017 - 12.2021
- Reviewed incoming/outgoing wires for alert matches OFAC Sanction list
- Monitored and performed further research on alert utilizing internal systems and procedures
- Conducted public searches and escalate matters requiring attention to the AML team as needed
- Contacted wire initiator/company to obtain further information to clear alert
- Provided guidance, support and recommendations to Lines of Business
- Other duties as assigned
ACH Fraud Quality Check
US Bank
04.2015 - 02.2017
- Performed quality checks on ACH claims (electronic funds transfer) processed by the claim processor to ensure the investigations and fraud cases were processed accurately and in compliance with Regulation E and NACHA
- Conducted research on discrepancies and made appropriate corrections or adjustments
- Tracked and Reported staff errors to avoid compliance issues and reduce errors
- Trained new employees in the Quality Check role
- Served as a backup for various QC Reports
- Reviewed OLDO Report (Entries Report) to make sure accounting created by the claim processor is credited/debited to the correct customer and GL (account)
Education
Diploma -
Arlington High School
Saint Paul, MNSkills
- Strong organizational skills and attention to detail to ensure accuracy, completeness, and timeliness
- Extensive experience validating information processing
- Ability to meet the challenges of a fast-paced and changing environment
- Excellent financial data entry skills and customer service
- Computer: Microsoft Word, Excel, Outlook and Internet
- Lotus Note, Sametime Chat System, Adjustments Express System, Passport Web Portal, CEMA, and ATF Web
Timeline
Business Forms Data Input & Specialist (Contract)
Securian Financial
03.2025 - Current
Independent Life Sales Agent
First Financial Security
01.2021 - 08.2024
RCA Specialist/Economic Sanctions Screening
US Bank
02.2017 - 12.2021
ACH Fraud Quality Check
US Bank
04.2015 - 02.2017
Diploma -
Arlington High School
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